ABOUT US

Qualified Financial Planners you can trust

The team at Middleton Financial Planning has more than 35 years’ combined experience in setting and achieving financial goals.

With offices in Wollongong, Sydney and Kiama, Middleton Financial Planning services the South Coast, Illawarra and Sydney regions. We also recognise that traditional office hours don’t suit everybody, so we offer flexible meeting times where possible. Your first health check is complimentary and appointments can be made on 02 4231 4773 or email admin@middletonfp.com.au

MEET OUR TEAM

Scott Middleton
Director | Principal Financial Planner

Director and Principal Financial Planner, Scott
Middleton, is an experienced Adviser with over 20 years’ experience in both assisting clients reach their goals and senior management.

His focus is on helping clients become financially independent and accumulate wealth via well researched and strategically sound advice that takes into account client life stages and goals.

He has a comprehensive understanding of
financial concepts and products with an ability to communicate in terms that clients relate to and understand.

He holds a Diploma of Financial Services and is an Accredited Business Insurance Adviser and an Accredited Estate Planning Specialist.

Scott is a Corporate Authorised Representative of
ClearView Financial Advice.

Kim Williams
Practice Manager

Kim is the Executive Assistant at
Middleton Financial Planning.

 

Highly organised with a sharp eye for detail,
Kim works with Scott and Amy to manage a
robust and efficient administrative platform. Her
responsibilities additionally extend to client
liaison and communication.

Amy Langlands
 Financial Planner

Amy is a financial planner with a background in paraplanning and compliance. An industry specialist with over ten year experience in the finance sector at senior levels. She has a Bachelor of Commerce from Wollongong University (Distinction) and an Advanced Diploma of Financial Planning from the industry body, Kaplan.

Amy works closely with Scott to develop personalised, tailored solutions for clients of Middleton Financial Planning and her sound knowledge of financial planning concepts ensures clients receive technically thorough and comprehensive advice.

Clare Dunbar
 Financial Planner

Clare is a Financial Adviser with over 15 years’ experience in the finance industry.

 

She holds a Graduate Certificate in Finance (Distinction) from Charles Sturt University and a Diploma of Financial Services.

 

Clare is passionate about helping clients achieve their lifestyle and financial goals. She takes a holistic approach to financial planning and it is important to her to build strong relationships with clients and ensure that they are well-looked after through their various life stages.

Geoff Farrar JP
 Client Liaison & Support

Working from our Nowra Office, Geoff is. fundamental in ensuring our clients enjoy a high level of service.

 

Geoff originally started in the financial services industry as a Banker in 1970, and his long career has encompassed senior banking roles, real estate management and high level corporate engagement. 

 

Prior to joining Middleton Financial Planning, Geoff was the Proprietor and Director of his financial planning practice on the South Coast for 25 years.

Contact us for an obligation free consultation today.

Middleton Financial Planning Pty Ltd ABN 91 166 322 318 is a Corporate Authorised Representative (No. 450278) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367 GPO Box 4232, Sydney NSW 2001.

MIDDLETON FINANCIAL PLANNING PTY LTD ABN 91 166 322 318 IS A CORPORATE AUTHORISED REPRESENTATIVE (NO. 450278) OF CLEARVIEW FINANCIAL ADVICE PTY LIMITED ABN 89 133 593 012 AFSL NO. 331367. THE MATERIAL IN THIS WEBSITE (INCL. PAGES, ARTICLES, NEWSLETTERS) IS FOR GENERAL INFORMATION ONLY AND ANY ADVICE IS GENERAL ADVICE ONLY AND DOES NOT TAKE INTO ACCOUNT YOUR INDIVIDUAL OBJECTIVES, FINANCIAL SITUATION OR NEEDS (YOUR 'PERSONAL CIRCUMSTANCES'). BEFORE ACTING ON THIS INFORMATION, YOU SHOULD CONSIDER THE APPROPRIATENESS OF THIS INFORMATION TAKING INTO ACCOUNT YOUR PERSONAL CIRCUMSTANCES.

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